This study provides a theoretical and experimental investigation of the effect of the thread and bearing friction coefficients on the self-loosening of threaded fasteners that are subjected to cyclic transverse loads. The friction coefficients are varied by using different types of coating and lubrication. A phosphate and oil coating and an olefin and molydisulfide solid film lubricant are used on the bolts tested. A mathematical model is developed to evaluate the self-loosening behavior in threaded fasteners when subjected to cyclic transverse loads. An experimental procedure and test setup are proposed in order to collect real-time data on the loosening rate (rate of clamp load loss per cycle) as well as the rotational angle of the bolt head during its gradual loosening. The experimental values of the friction coefficients are used in the mathematical model to monitor their effect on the theoretical results for the loosening rate. Experimentally, the friction coefficients are modified by changing the coating or the lubrication applied to the fasteners. The theoretical and experimental results are presented and discussed.

1.
Hess
,
D.
, 1998, “
Vibration and Shock Induced Loosening
,” “
Handbook of Bolts and Bolted Joints
,”
J. H.
Bickford
, and
S.
Nassar
,
Marcel Dekker
,
New York, NY
, pp.
757
824
.
2.
Sakai
,
T.
, 1978, “
Investigations of Bolt Loosening Mechanisms
,” 1st Report: On bolts of transversely loaded joints,
Bull. JSME
0021-3764,
21
, pp.
1385
1390
.
3.
Haviland
,
G. S.
, 1983, “
Designing With Threaded Fasteners
,”
Mech. Eng. (Am. Soc. Mech. Eng.)
0025-6501,
105
, pp.
17
31
.
4.
Yamamoto
,
A.
, and
Kasei
,
S.
, 1984, “
A Solution for the Self-Loosening Mechanism of Threaded Fasteners Under Transverse Vibration
,”
Bull. Jpn. Soc. Precis. Eng.
0582-4206,
18
, pp.
261
266
.
5.
Tanaka
,
M.
,
Hongo
,
K.
, and
Asaba.
,
E.
, 1982, “
Finite Element Analysis of the Threaded Connections Subjected to External Loads
,”
Bull. JSME
0021-3764,
25
, pp.
291
298
.
6.
Vinogradov
,
O.
, and
Haung.
,
X.
, 1989, “
On A High Frequency Mechanism of Self-Loosening of Fasteners
,”
Proceedings of 12th ASME Conference on Mechanical Vibration and Noise
,
Montreal
,
Quebec
, pp.
131
137
.
7.
Zadoks
,
R. I.
, and
Yu
,
X.
, 1993, “
A Preliminary Study of the Self-Loosening in Bolted Connections
,”
ASME Nonlinear Vibrations
,
ASME
,
New York
, Vol.
54
, pp.
79
88
.
8.
Zadoks
,
R. I.
, and
Yu
,
X.
, 1997, “
An Investigation of the Self-Loosening Behavior of Bolts under Transverse Vibrations
,”
J. Sound Vib.
0022-460X,
208
, pp.
189
209
.
9.
Junker
,
G. H.
, 1969, “
New Criteria for Self-Loosening of Fasteners Under Vibration
,”
SAE Trans.
0096-736X,
78
, pp.
314
335
.
10.
Nassar
,
S. A.
, and
Housari
,
B.
, 2006, “
Effect of Thread Pitch and Initial Tension on the Self Loosening of Threaded Fasteners
,”
ASME J. Pressure Vessel Technol.
0094-9930, ASME Transactions, in press.
11.
Nassar
,
S. A.
, and
Housari
,
B.
, 2006, “
Study of the Effect of Hole Clearance and Thread Fit on the Self-Loosening of Threaded Fasteners
,”
J. Mech. Des.
1050-0472, ASME Transactions, in press.
12.
Nassar
,
S. A.
,
El-Khiamy
,
H.
,
Barber
,
G. C.
,
Zou
,
Q.
, and
Sun
,
T. S.
, 2005, “
An Experimental Study of Bearing and Thread Friction in Fasteners
,”
J. Tribol.
0742-4787, ASME Transactions,
127
, pp.
263
272
.
13.
Steidel
,
R. F.
, 1989,
An Introduction to Mechanical Vibrations
,
3rd ed.
,
Wiley
,
New York, NY
.
14.
Bickford
,
J. H.
, 1997,
An Introduction to the Design and Analysis of Bolted Joints
,
3rd ed.
,
Marcel Dekker
,
New York, NY
.
15.
Juvinall
,
R. C.
, and
Marshek
,
K. M.
, 2000,
Fundamentals of Machine Component Design
,
3rd ed.
,
Wiley
,
New York, NY
.
16.
Threaded Fastener Testing System, user manual
, 2004
RS Technologies
,
Farmington Hills, MI
.
You do not currently have access to this content.